Month: October 2019

6 Moves to Make Before the End of the Year

6 Moves to Make Before the End of the Year

Unless you’re the type who likes the stress of the last-minute tax scramble — and potentially missing out on tax savings — it’s worth squeezing in a little tax planning in the next few weeks between the ugly sweater parties and holiday work mixers. Of course, it’s...

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Managing Your Mortgage and Retirement

Managing Your Mortgage and Retirement

Here at Taxman & Associates, we want to make sure that you are managing your money in the smartest way possible. We all know that debt is something we would all like to be rid of, but how can we make sure that you are using your mortgage debt and cash on hand to...

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Year-End Tax Planning

Year-End Tax Planning

The end of 2019 is almost here, and we at Taxman & Associates want to make sure that we are helping you minimize what you owe in 2020. With the amount of changes to US tax laws since 2018, how are you lowering your tax liability? Merrill Edge created a good...

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How Will the 2020 Audit Plan Affect You?

How Will the 2020 Audit Plan Affect You?

  The 2018 tax season is over, and we've made it out alive! It's now time to look forward to the 2019 season and we are gearing up for some possible changes to the US tax code. Treasury Inspector General for Tax Administration (TIGTA) has just released their 2020...

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Will Your 2018 Tax Return Fit On A Postcard?

Will Your 2018 Tax Return Fit On A Postcard?

It's time to start thinking about next year's taxes, and I've been getting lots of questions about the new tax laws. The Trump Administration promised a tax return that would fit on a postcard. The new Form 1040 for 2018 is indeed smaller, but is it simpler? The...

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